JPMorgan Chase (JPM)
Financials · Diversified financial services / universal banking · NYSE
Leading U.S. financial services firm providing investment banking, wealth management, commercial lending, and consumer banking to millions of customers and the world's most prominent institutional clients.
What JPMorgan Chase does
JPMorgan Chase is a diversified financial services firm with $4.4 trillion in assets operating three core business segments: Consumer & Community Banking (CCB) serving retail customers and small businesses; Commercial & Investment Bank (CIB) providing wholesale banking, investment banking, and capital markets services to corporate and institutional clients; and Asset & Wealth Management (AWM) offering investment management, asset management fees, and wealth advisory services. The firm is a leader in investment banking, financial transaction processing, and serves millions of customers predominantly in the U.S. along with prominent global corporate, institutional, and government clients.
Themes: ["Investment banking","Wealth management","Commercial banking","Consumer banking","Capital markets","Asset management","Financial services","Deposit banking","Credit products"]
Fundamentals
- Price$335.47 as of 2026-07-09 close
- Market cap$898.6B as of 2026-07-10
- 1-year return+18.5% as of 2026-07-09 close
- P/E15.26 as of 2026-07-10
- Net margin+33.3% as of 2026-07-10
- ROE+16.3% as of 2026-07-10
- Debt / equity3.39 as of 2026-07-10
- Revenue growth (YoY)+109.0% as of 2026-07-10
- Revenue CAGR (3y)+12.3% SEC XBRL
- Beta0.99 as of 2026-07-10
Dividend: yield +1.8%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Extensive regulatory oversight and compliance obligations under U.S. federal and state laws across multiple jurisdictions, with potential regulatory changes affecting scope and profitability","Intense competition from traditional banks, fintech companies, e-commerce platforms, and non-financial companies offering disintermediated financial services","Credit risk exposure on $1.5 trillion in loans and allowance for credit losses management in consumer and wholesale credit portfolios"]
Competitors & peers
- Bank of America (BAC)
- Citigroup (C)
- Wells Fargo (WFC)
- Goldman Sachs (GS)
- Morgan Stanley (MS)
- Barclays
- Deutsche Bank
- HSBC
- Blackstone (BX)
- BlackRock (BLK)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.